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Duke Energy

1,064 hedge funds and large institutions have $27.4B invested in Duke Energy in 2015 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 405 increasing their positions, 389 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 1018 (+8)

36% more call options, than puts

Call options by funds: $170M | Put options by funds: $125M

28% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 50

4% more repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 389

3% more capital invested

Capital invested by funds: $26.6B → $27.4B (+$827M)

0.96% more ownership

Funds ownership: 54.66%55.61% (+0.96%)

0% more funds holding

Funds holding: 1,0601,064 (+4)

Holders
1,064
Holders Change
+4
Holders Change %
+0.38%
% of All Funds
29.71%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.5%
New
64
Increased
405
Reduced
389
Closed
50
Calls
$170M
Puts
$125M
Net Calls
+$44.9M
Net Calls Change
+$79.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
801
Balyasny Asset Management
Illinois
$341K +$343K +4,743 New
AB
802
AT Bancorp
Iowa
$339K
AHC
803
Adell Harriman & Carpenter
Texas
$336K +$7.24K +100 +2%
AAC
804
Asset Advisors Corp
Georgia
$335K -$16.6K -229 -5%
BSB
805
Bangor Savings Bank
Maine
$335K +$6.52K +90 +2%
VAM
806
Visium Asset Management
New York
$335K +$337K +4,651 New
FHC
807
First Heartland Consultants
Missouri
$334K +$27.8K +384 +9%
ACI
808
Alpha Cubed Investments
California
$332K +$57.2K +790 +21%
UBWV
809
United Bank (West Virginia)
West Virginia
$331K +$31.5K +435 +10%
MWP
810
MYCIO Wealth Partners
Pennsylvania
$331K +$217K +3,000 +188%
PAIA
811
Park Avenue Institutional Advisers
New York
$329K -$14K -193 -4%
RWA
812
Ropes Wealth Advisors
Massachusetts
$329K -$2.39K -33 -0.7%
GI
813
Gradient Investments
Minnesota
$327K -$434 -6 -0.1%
KFC
814
Klingenstein Fields & Co
New York
$326K
SCM
815
Southport Capital Management
Tennessee
$326K +$26.4K +365 +9%
CAM
816
CG Asset Management
New York
$324K
RC
817
RegentAtlantic Capital
New Jersey
$322K -$20.9K -289 -6%
DP
818
Dearborn Partners
Illinois
$322K
MMG
819
Monetary Management Group
Missouri
$321K +$109K +1,500 +51%
BWFM
820
Bridgewater Wealth & Financial Management
Maryland
$320K
PL
821
Parkwood LLC
Ohio
$319K
OA
822
Outfitter Advisors
Virginia
$318K -$18K -249 -5%
AP
823
Appleton Partners
Massachusetts
$317K +$66.7K +921 +26%
PFS
824
Prospera Financial Services
Texas
$317K +$319K +4,409 New
CB
825
Community Bank
New York
$310K